Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1926
Frazier Financial Advisors
Ohio
$52.7K -$16.7K -39 -24%
FRA
1927
Front Row Advisors
California
$52.4K – – –
HDIM
1928
Hanson & Doremus Investment Management
Vermont
$52K +$428 +1 +0.8%
SEP
1929
Signature Equity Partners
Ohio
$51.5K +$51.8K +121 New
RPA
1930
Redwood Park Advisors
California
$51.4K – – –
CWM
1931
Consultiva Wealth Management
Puerto Rico
$51.2K – – –
BAM
1932
Bellevue Asset Management
Washington
$50.7K – – –
TCM
1933
TD Capital Management
Tennessee
$50.4K +$38.6K +90 +321%
MFT
1934
Moisand Fitzgerald Tamayo
Florida
$49.9K – – –
CAM
1935
Costello Asset Management
Pennsylvania
$49.5K – – –
BOJHT
1936
Bank of Jackson Hole Trust
Wyoming
$48.6K +$6.43K +15 +15%
IWP
1937
IAG Wealth Partners
Wisconsin
$48.2K – – –
IUHSA
1938
Itau Unibanco Holding S.A.
Brazil
$47.3K +$1.71K +4 +4%
RWA
1939
Redmont Wealth Advisors
Illinois
$46.5K – – –
LAS
1940
Lloyd Advisory Services
Georgia
$46K +$46.3K +108 New
LI
1941
LRI Investments
Florida
$45.6K -$23.6K -55 -34%
HHMI
1942
Howard Hughes Medical Institute
Maryland
$43.1K – – –
UCB
1943
United Community Bank
South Carolina
$43.1K – – –
MMG
1944
Monetary Management Group
Missouri
$42.6K -$42.8K -100 -50%
HC
1945
Hoese & Co
Minnesota
$42.6K – – –
PFSC
1946
Peoples Financial Services Corp
Pennsylvania
$42.6K – – –
SCM
1947
Silvant Capital Management
Georgia
$42.6K – – –
VWM
1948
Vermillion Wealth Management
Minnesota
$42.6K – – –
RWM
1949
Raffa Wealth Management
District of Columbia
$42.6K +$3.43K +8 +9%
DF
1950
Dunhill Financial
United Kingdom
$42.2K +$1.28K +3 +3%